See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,452 | $99,020-64.2% | $86,590-59.1% | $147,584-76.0% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 14.80% | 1312.34%-1297.5pp | 964.84%-950.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,992 | $3,132-4.5% | $2,839+5.4% | $4,876-38.6% |
| Participant deferral / active EE | $3,611 | $3,972-9.1% | $3,609+0.1% | $5,439-33.6% |
| Admin fee / account holder | $8,789 | $5,710+53.9% | $4,906+79.2% | $10,885-19.3% |